Jon believes in helping clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. His mission is to help his clients attain financial freedom and peace of mind by spending time with them to truly understand their financial picture. Based on each client’s individual needs, Jon will create an investment allocation for them along with a proactive, holistic wealth plan that will help them make informed financial decisions throughout their life and achieve their financial goals.
Jon began his career with Lopez Wealth as an intern in the summer of 2003. After graduating from Tennessee Technological University with a Business Administration degree in 2004 he joined Lopez Wealth full time. Jon has obtained FINRA licenses 7, 28, and 66 and holds life, health, and annuity licenses.
Jon was born and raised in Bristol, TN and has been a lifelong resident of the area. He and his wife Lauran have one child, Reid. In 2013, Jon completed the Nashville Marathon which he regards as one of his top personal achievements. His hobbies include watching/attending sporting events, running, and attending concerts.
Jon’s favorite quotes:
We’re here to put a dent in the universe. Otherwise, why else even be here? – Steve Jobs
Whenever you find yourself on the side of the majority, it is time to pause and reflect. – Mark Twain
Running, golfing, attending concerts/sporting events, spending time with his family.
The true purpose of a business is to create and keep a customer, not to make you money – Theodore Levitt